Required Setup Before Integrating With QuickBooks

Before you can transmit information to QuickBooks, you need to ensure that your Integrator is fully connected between Teesom and QuickBooks Online.
This includes linking Sales Tax Rates, Sales Categories, Payment Methods, and Terms to their corresponding counterparts in QuickBooks.

To achieve this, first identify items in Teesom that are missing or do not match QuickBooks and create or edit them as needed. Similarly, create or adjust items in QuickBooks to align with your Teesom setup.

Go to the Main Menu and click on "Company Settings."
On the "Company Setup" page, click on "Lists" and complete the first four sections to align with your QuickBooks setup:

For QuickBooks Online, only those four sections are required.

For QuickBooks Desktop, you must also complete the Customer Groups, Ship Methods, and Supplier Groups, sections ensuring they match your QuickBooks Desktop setup.

To learn more, please refer to: Company Setup: Lists

For a comprehensive guide to integrating your QuickBooks with Teesom, please see the: QuickBooks Integration Tutorial

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